Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nishtha Sharma

Delhi

Summary

Detail-oriented and client-focused Financial Planning Analyst with 4+ years of experience in the Financial Planning. Skilled in creating personalized financial plans using NaviPlan and MoneyGuide, with a strong foundation in cash flow analysis, retirement planning, and investment strategy. Known for clear communication, analytical precision, and a commitment to continuous learning. Seeking to grow within a forward-thinking firm where I can deepen my expertise and contribute to the organisation. Personable and analytical individual with strong qualifications in financial analysis and strategic planning. Possesses in-depth understanding of financial modeling and budgeting, coupled with advanced skills in Excel and financial software. Capable of driving impactful financial decisions and optimizing business performance through data-driven insights. Offering robust foundation in financial concepts and analysis, eager to learn and develop in Senior Financial Planning Analyst role. Contributes analytical thinking and problem-solving abilities, along with proficiency in Excel and financial reporting. Ready to use and develop budgeting and forecasting skills.

Overview

6
6
years of professional experience

Work History

Senior Financial Planning Analyst

Ameriprise Financial Services, LLP
06.2021 - Current
  • Creating comprehensive financial plans for Individual and Business clients in U.S. by analyzing client data and documenting financial advice by utilizing the proprietary tools at Ameriprise, taking into account the quality and compliance requirements
  • Research on complex & advanced topics and provide high level of advice such as Roth Conversion, Qualified Charitable Distribution, Debt Modification, Refinancing, etc to advisors on matters related to their investments, taxes, retirement, insurance and estate
  • Rebalance and re-allocate the client's investment portfolio as per the time frame of their goals and risk tolerance
  • Monitor the investments in order to ensure it continues to align with the client's expectations with the help of tools such as Morning Star, Thomson One, etc. Using MS excel and tools provided by Ameriprise for projection and budgeting
  • Manage advisor relationship and expectations by achieving delivery within the expected turn-around time & as per the compliance norms

Finance Executive

Share India Securities Ltd
01.2020 - 08.2020
  • Preparation of research reports
  • Analysis of stock markets
  • Trading in BSE Futures and Options

Trainee

Sharekhan

Trainee

Jain Bansal & Gupta

Education

M.B.A - undefined

Rukmini Devi Institute of Advanced Studies
12.2020

BBA - undefined

Ideal Institute of Management and Technology
12.2018

Class 12th - undefined

Little Flowers Public Sr. Sc. School
12.2015

Class 10th - undefined

Little Flowers Public Sr. SC. School
12.2013

Skills

  • Good listening skills
  • Good observing skills
  • Fast learner
  • Team player
  • Motivated and dedicated
  • Time Management
  • Strategic Thinking
  • Scenario based Planner
  • Ms Excel
  • Advanced Excel
  • Private Equity
  • Ms PowerPoint
  • Ms Word
  • Thomson One
  • Morningstar
  • Capital IQ
  • Financial Planning & Analysis
  • Budgeting
  • Forecasting
  • Variance Analysis
  • Financial Modeling

Timeline

Senior Financial Planning Analyst

Ameriprise Financial Services, LLP
06.2021 - Current

Finance Executive

Share India Securities Ltd
01.2020 - 08.2020

Trainee

Sharekhan

Trainee

Jain Bansal & Gupta

M.B.A - undefined

Rukmini Devi Institute of Advanced Studies

BBA - undefined

Ideal Institute of Management and Technology

Class 12th - undefined

Little Flowers Public Sr. Sc. School

Class 10th - undefined

Little Flowers Public Sr. SC. School
Nishtha Sharma